Daily dashboards · Automated operations · You own the stack

Your outsourced data department — for a fraction of a data hire.

We turn the scattered systems your business runs on into daily-refreshed dashboards and automated workflows — built and maintained for you, owned by you.

Enterprise-grade outcome SMB price You own the stack
Operator Dashboard — Revenue & Operations Live · daily refresh
Revenue MTD
$1.24M
▲ 12.4%
Avg / Location
$83.1k
▲ 4.2%
Past-Due
$41k
▼ 18%
Revenue by location
$120k$60k0 AustinDallasHoustonWacoTylerNew
12-week trend
Illustrative sample · your dashboard, your metrics
The spreadsheet trap

You don't have a data problem. You have a spreadsheet problem.

Most operators spend more time building reports than acting on them. Here's what that usually looks like:

The Monday ritual

Someone rebuilds the same spreadsheet report every week by copy-pasting between systems. By Friday, the data is already stale.

Systems that don't talk

Your accounting, CRM, and ops tools each hold a piece of the truth — and none of them agree on the same number.

The week-long close

By the time the numbers are pulled, reconciled, and formatted, the month is over and the decision has already been made blind.

How it works

From scattered systems to daily dashboards, in four steps.

One repeatable workflow, every engagement. No surprises, no re-builds, no backlog.

1
Connect

We pull your scattered sources into one place.

2
Warehouse

Clean, isolated, single source of truth.

3
Transform

Daily refresh engine, version-controlled and reviewable.

4
Dashboard

Daily-refreshed dashboards built and maintained for you.

Built for operators, not enterprises

What we build for your industry.

We work with 10–100-person operators across six industries. Here's what we deliver in each. The metric strips below are illustrative examples, not client performance data.

🥫

CPG & F&B

Multi-channel sales (retail + Amazon + DTC) unified into one daily dashboard. No more guessing which channel is performing.

🛡️

Insurance Agencies

Quote pipeline + policy reconciliation + commission tracking on one dashboard. Close deals faster, track payouts automatically.

🔧

Field Services

Job costing + crew utilization + daily revenue in one place. Know your margins, your team's load, and your pipeline real-time.

🍔

Restaurants & Franchises

P&L, labor costs, and inventory across all locations on one screen. Stop rebuilding four spreadsheets for a single P&L.

🚚

Logistics & Distribution

Order throughput, carrier costs, and margin by lane unified daily. Route smarter, negotiate better, see your profit in real-time.

🦷

Medical / Dental / Vet

Multi-location production and AR aging on one dashboard. Track provider revenue, collections, and patient flow across all sites.

See the actual product

This is what "daily-refreshed dashboard" actually looks like.

A sample library of common CPG & F&B views across strategic health, cash operations, field performance, and resource productivity. We select the dashboards that fit each customer's questions and preferences.

📈

Brand Financial Health

Are we actually profitable?
Gross Margin
58%
▲ 1.4pt
TTM Revenue
$18.4M
▲ 11%
Gross 58%Contrib. 34%Net 12%
🔮

Cash Runway Forecast

How long until we're tight?
Cash on Hand
$3.2M
▼ $230K/mo
Runway
14 mo
at current burn
Now+3mo+6mo
🚜

Inventory & Warehouse Utilization

Where is stock quietly rotting?
Inventory Turns
6.4x
▲ 0.5x
Aging Stock (90d+)
$340K
8% of stock
82% Warehouse util. 82% Stockout rate 3.1% Aging stock 8%
Why operators trust us

The stack is yours. The data is honest.

LightYear Data designs and maintains your system directly. Automated reconciliation, version control, and documented change control keep the numbers dependable and every change traceable.

🔄 Automated reconciliation

Daily checks catch discrepancies between systems. If revenue doesn't reconcile, you know immediately instead of discovering it at month-end.

📜 Version control, not black boxes

Every change is tracked and reviewable. You can see what changed, when it changed, and why — no hidden transforms, no mystery data.

Real engagement, real outcomes

What we've built so far.

One live engagement, built once and running on autopilot every day since.

Case Study

CPG Brand: multi-channel sales dashboard

Retail, Amazon, and DTC sales unified into one daily dashboard, replacing separate manual exports and a Friday reconciliation that ate the better part of a day. Reordering alerts and channel-margin tracking now run without a single manual pull, saving the team an estimated 8 to 10 hours a week and showing profit by channel for the first time.

In their words
“I can finally see retail, Amazon, and DTC in one place every morning instead of waiting for Friday’s spreadsheet. We caught a margin problem on Amazon we’d been eating for months.”
Founder, multi-channel CPG brand
Transparent, productized pricing

Two productized tiers — plus a tailored option.

Every engagement starts with a fixed implementation fee and a flat monthly subscription — not an hourly clock, not a quote you have to negotiate for. Built in your name, not ours, from day one.

Foundation
$5k setup
+ $1,500 / month
  • Warehouse + 4 data sources connected
  • 1 foundational dashboard, daily refresh
  • 1 automated workflow (your choice)
  • Version-controlled pipeline
  • Email support & monthly check-ins

Foundation upgrade: $5K expansion fee, bringing total setup paid to $10K. Additional data sources $500/mo · additional workflows $300/mo.

Start here
MOST POPULAR
Operator
$10k setup
+ $2,500 / month
  • Everything in Foundation
  • Up to 8 data sources
  • Up to 3 operational dashboards, refreshed daily
  • 4 automated workflows total
  • Priority support & quarterly reviews

Additional data sources $500/mo · additional workflows $300/mo.

Get your free data audit
Tailored
Let's talk
Custom scope & pricing
  • Everything in Operator, expanded through an agreed delivery roadmap
  • A scoped portfolio of sources & dashboards
  • A scoped set of automated workflows
  • Multi-entity / multi-brand consolidation
  • Dedicated data partner, agreed priorities & custom SLAs
Talk to us

Every tier: you own the data warehouse and the code. No lock-in, no hostage data — built in your name from the start.

Built by operators who get it

You own the stack. We own the outcomes.

🔑 You own everything

The data warehouse and transformation code are created in your name from day one. No lock-in, no hostage data. Just a system that gets more valuable to you the longer we run it together.

📈 Enterprise pedigree

Built by an operator–engineer team that ran data through a PE exit at a rapidly growing company. We know how to scale operations on real numbers.

See your business on a dashboard — before you pay a cent.

Tell us your industry and the systems you run on. We'll build a tailored sample using information you choose to share, reliable public information where available, and clearly labeled illustrative data where actual figures are unavailable. No obligation.

Get your free data audit →